Wela Strategies, Inc. Incresed Positions in Q3 2024

Wela Strategies, Inc.

  • $229 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
80.5K
+ 9.45%
$27.8 - $29.26 $2.24M - $2.35M
932K $27.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
14.2K
+ 7.36%
$106.11 - $113.72 $1.51M - $1.61M
207K $23.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
21.1K
+ 14.93%
$71.45 - $75.64 $1.51M - $1.6M
162K $12.2M
IEFA
Ishares Tr

ETFs
544
+ 0.2%
$70.09 - $78.74 $38.1K - $42.8K
274K $21.4M
XLI
Industrial Sector Spdr

ETFs
6.58K
+ 21.6%
$120.56 - $135.44 $794K - $891K
37.1K $5.02M
XLF
Financial Sector Spdr

ETFs
13.1K
+ 13.01%
$40.84 - $45.74 $535K - $599K
114K $5.16M
XLV
Select Sector Spdr Fund Health

ETFs
4.63K
+ 16.56%
$143.3 - $157.24 $663K - $727K
32.6K $5.02M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
18K
+ 10.76%
$28.11 - $29.42 $505K - $528K
185K $5.44M
XLK
Technology Sector Spdr

ETFs
3.01K
+ 15.11%
$197.34 - $237.68 $594K - $715K
22.9K $5.17M
CVS
Cvs Health Corp

Healthcare
2.19K
+ 34.41%
$55.81 - $63.18 $122K - $139K
8.57K $538K
DE
Deere & CO

Industrials
81
+ 7.65%
$344.84 - $418.0 $27.9K - $33.9K
1.14K $475K
CSCO
Cisco Systems, Inc.

Technology
387
+ 4.39%
$44.74 - $53.22 $17.3K - $20.6K
9.21K $490K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
588
+ 2.5%
$27.15 - $30.78 $16K - $18.1K
24.1K $733K
JNJ
Johnson & Johnson

Healthcare
124
+ 4.39%
$145.48 - $167.38 $18K - $20.8K
2.95K $478K
SO
Southern CO

Utilities
2
+ 0.06%
$77.0 - $90.52 $154 - $181
3.56K $321K
CVX
Chevron Corp

Energy
391
+ 11.55%
$137.88 - $161.97 $53.9K - $63.3K
3.78K $556K
Activity Summary
Buys All Purchases 21 New Holdings 4 Increased Positions 17 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wela Strategies, Inc. Portfolio

Follow Wela Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wela Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wela Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email